INTEGRATED DOCUMENT MANAGEMENT: Acumatica sales automation allows employees to attach any digital document to leads, opportunities, and business accounts to reduce the time spent looking for data. Your sales and finance teams will no longer have to wonder which version of the contract a customer signed.

LEAD MANAGEMENT: Acumatica aggregates leads gathered from your website, purchased from lists, acquired at trade shows, and entered manually. Leads can be automatically assigned and routed based on customized questions and criteria that you set. Security controls ensure that leads are only visible to authorized users.

ACCOUNT AND CONTRACT MANAGEMENT: Leads can be converted into business accounts which are linked to contacts, activities, tasks, opportunities, cases, and documents to provide a 360 degree view of the account. Sales teams can be instantly aware of any recorded activity which will impact their account.

Our company is still recovering from a recent disaster, however, without the help of Advanced Business Software Corp. we would not be as healthy as we are at this moment. With the advice and consultation from these companies and the help with equipment replacement and data retrieval, our company was able to focus on other areas of disaster recovery and be confident that all our IT needs were being handled with expertise.